Would be helpful if you could attach documents to CM Outstanding Entries for transactions entered into closed months
Company | FDC Construction & Fitout |
Job Title / Role | Business Systems Manager |
I need it... | 3 months |
Dear Viewpoint Suggestion Box contributor;
We at Viewpoint sincerely thank you for your contribution to Suggestion Box on how we can improve Viewpoint products. While we can’t do everything at once, we rely upon your feedback to help guide the prioritization of our product improvements, and Suggestion Box is a critical tool for us to understand and prioritize our customers’ needs.
Viewpoint reviews Suggestion Box regularly for all of our products and updates statuses, adds comments, and performs various house-keeping (including deleting) as needed to ensure that Suggestion Box is maintained as a productive environment for product enhancements requests.
© 2023 Trimble Inc. All Rights Reserved. Viewpoint®, Vista™, Spectrum®, ProContractor™, Jobpac Connect™, Viewpoint Team™, Viewpoint Analytics™, Viewpoint Field View™, Viewpoint Estimating™, Viewpoint For Projects™, Viewpoint HR Management™, Viewpoint Field Management™, Viewpoint Financial Controls™, Vista Field Service™, Spectrum Service Tech™, ViewpointOne™, ProjectSight® and Trimble Construction One™ are trademarks or registered trademarks of Trimble Inc. or its affiliates in the United States and other countries. Other names and brands may be claimed as the property of others.
Just needing to add information to a CM transaction. To do so via DM Transaction Attachments as stated below, would be quite helpful. Thanks
Our accountants have situations where they have recorded CM Outstanding Entries, the month is closed and they would then like to add an attachment. Currently could only do by opening the month and pulling the transaction back into a batch.
Adding CM Outstanding Entries to the DM Transaction Attachments screen would be a better option
Can you describe what you mean by that? Ideally with a mockup of what you'd like to see? Thank you for your help!